Mojo Helpdesk + Clio Integration

Connect Mojo Helpdesk to Clio in 1 click

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Popular Mojo Helpdesk + Clio Workflows

Create Clio contact from new Mojo Helpdesk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Clio. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Clio integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Clio.

This makes it easy to keep track of your support tickets and contacts in one place.

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Create Your Own Mojo Helpdesk & Clio Integration Without Any Code

Create Custom Workflow

Ticket with scheduled on is created in Mojo Helpdesk
Ticket is created in Mojo Helpdesk
User is created in Mojo Helpdesk
Ticket with due on is created in Mojo Helpdesk
Contact is created in Clio Instant
Task is created in Clio Instant
Matter is created in Clio Instant
Communication is created in Clio Instant
Bill state is updated in Clio Instant
Task status has updated in Clio Instant
Calendar entry is created in Clio Instant
Matter status has updated in Clio Instant
Matter note is created in Clio
Activity is created in Clio Instant
New bill is created in Clio Instant
Document is created in Clio

Create ticket in Mojo Helpdesk
Create user in Mojo Helpdesk
Create task in Clio
Create communication in Clio
Update task in Clio
Upload document in Clio
Assign task template list to matter in Clio
Search task by name in Clio
Create person contact in Clio
Update person contact in Clio
Search person contact in Clio
Search contact by custom field in Clio
Create time entry (Activity) in Clio
Update matter in Clio
Create matter in Clio
Create matter note in Clio
Create matter folder in Clio
Create calendar entry in Clio
Search matter in Clio
Create expense entry (Activity) in Clio
Search matter by custom field in Clio
Create company contact in Clio
Update company contact in Clio
Search company contact in Clio
Search user in Clio
Search bill in Clio

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You Can Also Connect Mojo Helpdesk or Clio With 1200+ Other Apps

Mojo Helpdesk is an all-in-one customer service software that tracks, manages, and automates support ticket workflows for faster and more efficient service.

See Mojo Helpdesk Integrations

Clio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.

See Clio Integrations